Enabling a Sales Lock prevents a user from building/converting a contract in the system for the account that has the Sales Lock enabled.
Enabling Sales Lock for all New Accounts There is a setting that allows an admin user to enable a Sales Lock for all newly created Accounts.
Note: The following steps are available for Administrators only. If you are not an administrator proceed to Disabling Sales Lock.
Click on your profile picture in the bottom left-hand corner
Click on System Settings
Select General Settings
Search for Security: Sales Lock Default
Toggle the switch to ON
This will prevent a sales user from converting a proposal to a contract and will require an admin user or an accounting user to disable the Sales Lock
If this setting is turned on, it will apply to every single new lead that is added to the system, and a user with access to the setting will need to manually remove every new lead
Disabling Sales Lock
Navigate to the account detail page
Click the Edit button in the upper right-hand corner
Click the Accounting navigation link.
Toggle the Sales Lock switch
Note: If you don't want to enable the Sales Lock for all new accounts, you can always turn on the Sales Lock for individual accounts here
